RESOLUTE FINANCIAL, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.

Quarter-by-quarter ownership
RESOLUTE FINANCIAL, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$419,049
+0.5%
7,163
-0.6%
0.36%
-10.1%
Q3 2022$417,000
-3.9%
7,205
+0.2%
0.40%
+5.0%
Q2 2022$434,000
-10.9%
7,192
+12.9%
0.38%
-4.8%
Q1 2022$487,000
-8.5%
6,372
+0.1%
0.40%
-0.3%
Q4 2021$532,0006,3630.40%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 175,092$13,1494.80%
Dentgroup LLC 19,780$1,485,5091.32%
Baron Wealth Management LLC 31,276$2,348,8651.29%
First Financial Bank - Trust Division 105,221$7,902,1910.80%
Bromfield Sneider Wealth Advisors 15,274$1,147,1090.78%
Montecito Bank & Trust 26,289$1,974,3040.42%
WealthPLAN Partners, LLC 52,713$3,958,7640.41%
Riverwater Partners LLC 2,750$206,5250.16%
High Net Worth Advisory Group LLC 4,000$300,4000.11%
Founders Capital Management 1,389$104,3140.08%
View complete list of ISHARES TR shareholders